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Travis Whitten, CFP®

Travis Whitten, CFP®

Senior Vice President,
Financial Advisor

  • Eldorado, TX
  • Lonesome Dove | Forrest Gump
  • Jesus, George Washington, and Phil Mickelson
  • Act as if what you do makes a difference. It does.
  • Faith, perseverance, and integrity

Financial Advisors

Travis Whitten is an institutional retirement plan advisor based in Dallas, TX.

Travis joined CAPTRUST in 2011 and serves as a senior vice president and financial advisor, responsible for providing retirement plan advisory services to corporate fiduciaries. He is motivated to help hard-working people secure a dignified retirement by advising clients on their workplace retirement plans. Prior to joining the firm, Travis served as an investment advisor with benefits and insurance consulting firm Holmes Murphy & Associates, and has worked in the industry since 2006.

When he is not in the office or with a client, Travis enjoys being outdoors and attending his kids’ sporting events.

Education

  • Bachelor of Science degree in agriculture and applied economics from Texas Tech University
  • Master of Science degree in finance from Texas A&M University

Industry Designations

  • CERTIFIED FINANCIAL PLANNER™

Awards & Recognition

  • Barron’s Top Institutional Consulting Teams | 2020 and 2021(Team Dallas)
  • Financial Times 401 Top Retirement Plan Advisor | 2018, 2019 and 2020
  • NAPA Top DC Advisor Teams | 2019 (CAPTRUST Dallas)
  • NAPA Top 50 Plan Advisors Under 40, Young Guns | 2016

Memberships

  • Board Member, Texas Tech Quarterly Business Briefing
  • Member, SWBA
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